Fiduciary Planning’s McDonald's MCD Stock Holding History

Fiduciary Planning’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-665	Closed	-$203K	–	78
2025 Q4	$203K	Hold	665	–	–	0.06%	75
2025 Q3	$202K	Buy	+665	New	+$202K	0.06%	83
2021 Q2	–	Sell	-123	Closed	-$27K	–	177
2021 Q1	$27K	Buy	123 +1	+0.8%	+$214	0.04%	97
2020 Q4	$26K	Sell	122 -15	-11%	-$3.26K	0.04%	99
2020 Q3	$30K	Buy	+137	New	+$28.1K	0.05%	80

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Fiduciary Planning's MCD Position: Q1 2026 in Review

Fiduciary Planning sold out of McDonald's (MCD) in Q1 2026, closing a stake of 665 shares — an estimated $203K sold.

Fiduciary Planning first reported a position in MCD in Q3 2020 and held it in 5 quarters. The position peaked at $203K in Q4 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Fiduciary Planning reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Fiduciary Planning sold 665 McDonald's shares in Q1 2026, an estimated $203K.
Fiduciary Planning first reported a position in McDonald's in Q3 2020 and held it in 5 quarters.
Fiduciary Planning's McDonald's position peaked at $203K in Q4 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.